From Lenny's Desk
The Sturbridge Taxman's Blog

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Cormier & Rea announce additional office at 483 Summer St, Ste 2000, Arlington, MA

A word about privacy and data protection

Categories Tax Tips (Fed)

Actually, quite a few words.

Identity theft has become a hot topic in recent years and it is important for you to know that your personal information is protected when you share it with other individuals and businesses. 

Rest assured that we have physical, electronic, and procedural safeguards in place to protect your personal information.  Our office has been converted to maintain the great majority of client documents in electronic format.   All computers and back-up storage devices are password protected and encrypted to restrict access to data.  Any hard copies of data are stored in locked file cabinets and are only accesible to those authorized to work with the data.

Our privacy policy is quite simple:   Your personal information will only be shared with members of our firm or tax colleagues who work on behalf of our firm who need to know this information in order to complete the work you have hired our firm to do.  We will not disclose your personal and confidential information to anyone outside our firm without your express written permission to do so or unless we are legally required to do so.  Period.

We also will not discuss or send copies of any of your personal documents (tax returns or tax documents) or information to any third parties without a written authorization from you.  Written authorization documents are available elsewhere on this web-site (see: “New Useful tools>3rd party authorization”).

We will, at times, email copies of tax forms and other sensitive documents directly to you.  All email transmissions that contain sensitive client data are encrypted and password protected.  We strongly recommend that you do the same with any return emails that contain sensitive information.

Please contact us directly if you would like more information about the steps we are taking to protect your personal information.

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